HSBC Midcap Fund vs Invesco India Midcap Fund compare

Overview

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Fund	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5625 Cr	₹11768 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	19 Apr 2007	09 Aug 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	BSE 150 MidCap Index
Turn Over	70%	19%
Expense Ratio	1.82	1.73
Manager	Aditya Khemani	Venugopal Manghat
ISIN Code	INF205K01BC9	INF917K01254
Exits Load	Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-8.58%	-11.76%
6 Month	2.64%	-2.46%
1 Year	31.3%	26.94%
3 Year	20.35%	20.26%
5 Year	25.05%	21.59%

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	19.27%	9.34%
3 Year	30.45%	28.41%
5 Year	28.13%	25.71%

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	13.8%	16.79%
3 Year	17.68%	15.6%
5 Year	18.59%	16.17%

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.27%	12.61%
Sharp	1.12%	1.33%
Beta	0.88%	0.82%
Alpha	3.06%	1.66%

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Name	Aditya Khemani	Venugopal Manghat
Total AUM	₹12070 Cr	₹41442 Cr
Fund Manage	3	7
	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Others	1.17	1.7
Small Cap	18.86	12.79
Mid Cap	66	67.03
Large Cap	13.97	18.48

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Others	1.17	1.7
Realty	7.78	6.6
Industrial Products	9.16	6.1
Auto Components	7.58	-
Healthcare Services	6.77	2.8
Retailing	9.78	8.3
Insurance	4.71	-
Consumer Durables	8.24	10.2
Leisure Services	5.6	1.69
Pharmaceuticals & Biotechnology	6.61	3.69
Capital Markets	3.61	11
Finance	5.98	1.2
Banks	4.53	2.36
Ferrous Metals	1.34	-
IT - Software	6.45	4.61
Telecom - Services	1.38	0.05
Electrical Equipment	2.4	20.5
Transport Services	2.48	-
Cement & Cement Products	2.89	0.14
Industrial Manufacturing	1.54	1.74
IT - Services	-	0.04
Paper, Forest & Jute Products	-	1.42
Aerospace & Defense	-	3.59
Chemicals & Petrochemicals	-	0.03
Power	-	4.95
Cigarettes & Tobacco Products	-	1.63
Financial Technology (Fintech)	-	3.74
Automobiles	-	0.92
Commercial Services & Supplies	-	0.51
Beverages	-	0.49